The force of habits The outcomes we experience in our businesses are directly correlated to the decisions we make, and the actions we take, on a daily basis. Clearly, if you make good decisions and do what you say you will do every day, your chances of achieving your goals …
Succession questions Succession planning is one of the major issues within our profession. As the founding owners approach the latter stages of their careers, the thorny issue of ‘What next? looms large. I’m working with several firms who are addressing the succession issue directly. Some founders have even elected to …
A change in season Autumn has definitely arrived in all its splendour. While you’re breaking out the winter coats for the change in the weather, it might be time to think about making some changes to how you do business too. This October was packed with great must-read business articles …
Seeing the future There’s a lot of industry talk about the future of advice, and some of it is quite confronting. What will clients want from their adviser in the next decade? Will it be materially different from what they wanted in the last decade? Unfortunately, a lot of the …
Talkin’ ‘bout my generation A few weeks ago I attended the Insiders Forum conference in San Diego. One of my favourite sessions was a panel discussion with four second-generation CEOs. That is, successors who had taken over from the original founding advisers in their firms. As they talked about their …